Data & Research

Among other things, advisers want customization across adviser business segments from wholesalers, according to asset management consulting firm kasina.

Participants might know less than you think about personal finance and the economy, a poll of Americans suggests.

Even as news reports of companies suspending employer match contributions to defined contribution plans continue, a Mercer survey reveals 83% of employers do not expect to reduce their...

Kodak announced it is suspending its 401(k) match and not increasing executive compensation.

An Akron, Ohio-based bank has become the latest employer to drop its 401(k) match to save money—in this case to better deal with the slumping economy.

Financial advisers expressed that a combination of independent broker/dealer and traditional career system offerings would make them most successful, according to a survey released by John Hancock Financial...

Charles Schwab has found that participant engagement in Schwab-serviced 401(k) plans increased both online and over the phone during the months of September and October.

A Mercer survey indicates that the economic realities of the past year have led retirement plan participants to lower their retirement expectations.

Brinker Capital released the year-end results of its Brinker Capital Retirement Indicator, a gauge of financial adviser sentiment regarding retirement-related issues.

The trend of suspending company match contributions to save money during the financial crisis has spread to 403(b) plan sponsors, as St. Peter’s Health Care Services announced it...

A Vanguard analysis finds participants are heeding expert advice to stay the course during the market turmoil, and are not trading and withdrawing funds in a panic.

Although many polled Americans express anxiety about retirement, more than four in 10 do not work with an adviser, a Bank of America (BoA) survey found.

Recession or not, true love will cost you dearly this year.

Nine in 10 U.S. workers in their employer retirement plan have not tapped into their nest egg despite the economic downturn, and 11% are actually upping their deferral...

A Las Vegas casino company and one of Utah’s largest employers are the latest to cut 401(k) employer match contributions in an effort to reduce costs.

While a majority of board of directors or board-level committees retain responsibility for appointing fiduciaries for qualified plans, an increasing number are choosing to delegate that responsibility.

Younger participants with fewer years on the job have fared reasonably well with their 401(k) accounts during the economic downturn compared with their older colleagues who have not...

Three-fourths of financial advisers polled in a new JPMorgan Funds-sponsored survey said that when evaluating target-date fund options, plan sponsors lack clear and objective criteria for selecting the...

Perhaps not surprisingly, there has been significant movement toward adopting target-date funds as a default investment for automatic enrollment.

If expenses are not cut significantly, asset management profits face a serious decline, and the largest sources of potential expense reduction are incentive pools and headcount, according to...